Online PMs / Robo Platforms

Envestnet

Est. 2004·🇺🇸ChicagoChicago, United States·Public (ENV)·3,100

Public (ENV)

Envestnet, Inc.

BridgeFT

Est. 2021·~40

$10M+

BridgeFT provides cloud-based, API-first WealthTech infrastructure designed for financial institutions and fintech innovators. It offers financial data, advanced analytics, and mission-critical applications to streamline back-office operations and enhance digital experiences.

GeoWealth

Est. 2015·🇺🇸ChicagoChicago, United States·Series B·~100

$37M (Series B)

GeoWealth is a financial technology and Turnkey Asset Management Platform (TAMP) that combines a comprehensive platform with portfolio solutions for investment advisors.

AdvisorEngine

Est. 2015·Acquired·~100·Billions AUM

Acquired (FT)

AdvisorEngine is a comprehensive wealth management platform that provides technology solutions including CRM, digital onboarding, investment management, and portfolio management tools.

Altruist Model Marketplace

Est. 2018

Altruist is a wealth platform designed for independent advisors, integrating services such as account opening, trading, and portfolio management into one AI-forward custodian.

Betterment Advisor Solutions

Est. 2010·🇺🇸New YorkNew York, United States

Betterment is a digital investment platform that automates investing and saving while optimizing tax savings. It helps users manage their wealth efficiently without taking over their lives.

GS Advisor Solutions

Est. 1869

Goldman Sachs is a leading global investment bank that provides various financial services including investment banking, asset management, and wealth management.